See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,000 | $95,971+130.3% | $74,550+196.4% | $135,375+63.3% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -3.58% | 56.96%-60.5pp | 32.53%-36.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,361 | $2,716-49.9% | $1,961-30.6% | $4,779-71.5% |
| Participant deferral / active EE | $3,538 | $3,843-7.9% | $3,108+13.8% | $5,609-36.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |